Jeff desires to see people achieve a legacy that matters. That begins with defining what matters most to you, assessing where you are today and and charting a path to get from point A to point B. 

Jeff has extensive experience serving foundations, endowments, and high net worth clients. He spent nine years honing his skills with WaterStone, one of the largest public foundations in Colorado, where he was an Executive Vice President.  Jeff’s philanthropic expertise provided him a national platform, giving presentations to organizations such as Advisors in Philanthropy, multiple Estate Planning Councils, the Colorado Bar Association Estate Planners, and a variety of Community Foundations and endowments. Jeff most recently served three years as Chief Operating Officer and financial planner at a registered investment advisory firm headquartered in Colorado.

Jeff is passionate about community involvement. His current community initiatives include serving on the Board of Directors for Colorado Uplift, a non-profit leadership program focused on inner-city youth. Jeff is also on the board of The Barnabas Group Front Range which provides a Shark Tank style forum for ministries to present their most pressing needs to the business community. Additionally, his past includes serving on the advisory committee for Dream Centers, a Colorado Springs non-profit, providing housing and life skills training for the homeless and on the Finance Committee for Woodmen Valley Chapel. 

Jeff holds a MBA from Vanderbilt and a BS from Miami University.